UNITED BANK Diversified Active

CIK: 0001286478 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $813,778 (100.0% shares, 0.0% debt)

Holdings (163)

IJR ISHARES 8.0%
Value ($000) $65,289 Shares 570,163 Est. Cost $68.12 Unrealized
HUBB HUBBELL INC 7.8%
Value ($000) $63,621 Shares 305,476 Est. Cost $114.76 Unrealized +63.1%
SCHP SCHWAB 6.1%
Value ($000) $49,799 Shares 791,859 Est. Cost $61.81 Unrealized
AAPL APPLE INC 5.3%
Value ($000) $43,069 Shares 242,548 Est. Cost $86.72 Unrealized +78.4%
MSFT MICROSOFT 5.0%
Value ($000) $40,834 Shares 121,413 Est. Cost $70.48 Unrealized +344.7%
UBSI UNITED BANKSHARES INC 3.6%
Value ($000) $29,014 Shares 799,729 Est. Cost $35.96 Unrealized +2.4%
ABT ABBOTT LABORATORIES 2.8%
Value ($000) $22,647 Shares 160,918 Est. Cost $45.24 Unrealized +162.4%
CSCO CISCO SYSTEMS INC 2.6%
Value ($000) $20,940 Shares 330,430 Est. Cost $28.38 Unrealized +77.8%
UNP UNION PACIFIC 2.5%
Value ($000) $20,460 Shares 81,212 Est. Cost $100.45 Unrealized +114.0%
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $19,824 Shares 121,188 Est. Cost $73.09 Unrealized +83.5%
CVX CHEVRON CORPORATION 2.4%
Value ($000) $19,760 Shares 168,387 Est. Cost $78.69 Unrealized +22.1%
IRM IRON MOUNTAIN INC 2.4%
Value ($000) $19,574 Shares 374,073 Est. Cost $22.65 Unrealized +77.1%
DOV DOVER CORP 2.3%
Value ($000) $19,064 Shares 104,978 Est. Cost $75.70 Unrealized +112.6%
MCD MCDONALDS CORP 2.3%
Value ($000) $19,038 Shares 71,020 Est. Cost $133.50 Unrealized +72.0%
WM WASTE MANAGEMENT INC 2.2%
Value ($000) $18,120 Shares 108,564 Est. Cost $79.50 Unrealized +89.5%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $17,766 Shares 103,852 Est. Cost $112.26 Unrealized +29.2%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $16,504 Shares 104,226 Est. Cost $85.02 Unrealized +73.9%
USB US BANCORP 1.8%
Value ($000) $14,969 Shares 266,495 Est. Cost $41.12 Unrealized +18.8%
EMR EMERSON ELECTRIC CO 1.8%
Value ($000) $14,489 Shares 155,845 Est. Cost $55.48 Unrealized +55.9%
AMGN AMGEN INC 1.8%
Value ($000) $14,427 Shares 64,127 Est. Cost $139.93 Unrealized +32.3%
APD AIR PRODS & CHEMS INC 1.8%
Value ($000) $14,292 Shares 46,972 Est. Cost $252.64 Unrealized +4.4%
GLW CORNING INC 1.7%
Value ($000) $14,066 Shares 377,791 Est. Cost $23.42 Unrealized +42.3%
DGX QUEST DIAGNOSTICS INC 1.5%
Value ($000) $12,460 Shares 72,014 Est. Cost $134.73 Unrealized +4.3%
VO VANGUARD 1.5%
Value ($000) $12,401 Shares 48,674 Est. Cost $140.06 Unrealized
TXN TEXAS INSTRUMENTS INC 1.4%
Value ($000) $11,481 Shares 60,917 Est. Cost $158.37 Unrealized +7.4%
CHD CHURCH & DWIGHT INC 1.4%
Value ($000) $11,414 Shares 111,357 Est. Cost $78.77 Unrealized +9.6%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $10,311 Shares 49,461 Est. Cost $178.89 Unrealized +3.6%
BLACKROCK INC. 1.2%
Value ($000) $9,914 Shares 10,829 Est. Cost $843.19 Unrealized
VTI VANGUARD 1.0%
Value ($000) $7,783 Shares 32,233 Est. Cost $164.68 Unrealized
VIACOMCBS INC 0.9%
Value ($000) $7,682 Shares 254,508 Est. Cost $39.14 Unrealized
KLAC KLA CORPORATION 0.9%
Value ($000) $7,410 Shares 17,229 Est. Cost $99.20 Unrealized +272.5%
ALB ALBEMARLE CORP 0.7%
Value ($000) $5,369 Shares 22,967 Est. Cost $62.51 Unrealized +275.6%
SPY SPDR 0.6%
Value ($000) $4,683 Shares 9,859 Est. Cost $293.86 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $4,564 Shares 77,301 Est. Cost $27.19 Unrealized +47.9%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,467 Shares 72,990 Est. Cost $55.04 Unrealized -2.1%
VUG VANGUARD 0.5%
Value ($000) $4,096 Shares 12,765 Est. Cost $119.43 Unrealized
TFC TRUIST FINANCIAL CORP 0.5%
Value ($000) $3,966 Shares 67,742 Est. Cost $43.64 Unrealized +13.9%
KO COCA COLA CO 0.5%
Value ($000) $3,697 Shares 62,438 Est. Cost $37.40 Unrealized +31.5%
URI UNITED RENTALS INC 0.4%
Value ($000) $3,503 Shares 10,541 Est. Cost $108.13 Unrealized +219.3%
VTV VANGUARD 0.4%
Value ($000) $3,449 Shares 23,447 Est. Cost $88.25 Unrealized
T AT&T INC 0.4%
Value ($000) $3,262 Shares 132,607 Est. Cost $14.39 Unrealized +1.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,106 Shares 59,776 Est. Cost $38.19 Unrealized +5.7%
ESTC ELASTIC NV 0.4%
Value ($000) $2,936 Shares 23,855 Est. Cost $81.63 Unrealized +85.1%
IJH ISHARES 0.3%
Value ($000) $2,753 Shares 9,725 Est. Cost $187.73 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,738 Shares 821 Est. Cost $99.01 Unrealized +72.9%
ABBV ABBVIE INC 0.3%
Value ($000) $2,524 Shares 18,642 Est. Cost $59.50 Unrealized +70.9%
GOOGL ALPHABET INC 0.3%
Value ($000) $2,419 Shares 835 Est. Cost $65.59 Unrealized +117.9%
AEP AMERICAN ELECTRIC PWR INC 0.3%
Value ($000) $2,290 Shares 25,737 Est. Cost $62.27 Unrealized +16.4%
HD HOME DEPOT INC 0.3%
Value ($000) $2,271 Shares 5,472 Est. Cost $182.91 Unrealized +87.6%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,228 Shares 7,482 Est. Cost $151.70 Unrealized +68.2%
BIV VANGUARD 0.3%
Value ($000) $2,085 Shares 23,799 Est. Cost $83.81 Unrealized
VNQ VANGUARD 0.2%
Value ($000) $2,022 Shares 17,431 Est. Cost $79.32 Unrealized
DIS WALT DISNEY CO 0.2%
Value ($000) $1,937 Shares 12,507 Est. Cost $121.96 Unrealized +29.4%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,852 Shares 29,713 Est. Cost $42.50 Unrealized +15.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,847 Shares 8,619 Est. Cost $92.74 Unrealized +81.8%
CAT CATERPILLAR INC. 0.2%
Value ($000) $1,814 Shares 8,775 Est. Cost $120.95 Unrealized +54.3%
CMCSA COMCAST CORP 0.2%
Value ($000) $1,777 Shares 35,304 Est. Cost $32.47 Unrealized +42.1%
MMM 3M CO 0.2%
Value ($000) $1,754 Shares 9,870 Est. Cost $138.88 Unrealized -8.3%
VXUS VANGUARD 0.2%
Value ($000) $1,708 Shares 26,875 Est. Cost $55.86 Unrealized
MDY SPDR 0.2%
Value ($000) $1,602 Shares 3,095 Est. Cost $345.43 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,527 Shares 7,322 Est. Cost $128.54 Unrealized +44.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,473 Shares 509 Est. Cost $52.63 Unrealized +172.6%
META META PLATFORMS, INC. 0.2%
Value ($000) $1,451 Shares 4,313 Est. Cost $255.26 Unrealized +29.2%
V VISA INC 0.2%
Value ($000) $1,416 Shares 6,533 Est. Cost $156.25 Unrealized +33.2%
IWF ISHARES 0.2%
Value ($000) $1,376 Shares 4,502 Est. Cost $136.73 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,333 Shares 25,889 Est. Cost $37.99 Unrealized +24.5%
RVTY PERKINELMER INC 0.2%
Value ($000) $1,287 Shares 6,400 Est. Cost $91.68 Unrealized +95.3%
INTU INTUIT INC 0.2%
Value ($000) $1,247 Shares 1,939 Est. Cost $346.63 Unrealized +73.5%
EFA ISHARES 0.2%
Value ($000) $1,242 Shares 15,785 Est. Cost $61.68 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,219 Shares 32,415 Est. Cost $26.92 Unrealized +23.7%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,161 Shares 11,073 Est. Cost $67.32 Unrealized +28.2%
ACN ACCENTURE 0.1%
Value ($000) $1,143 Shares 2,756 Est. Cost $225.92 Unrealized +52.0%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,143 Shares 5,701 Est. Cost $103.91 Unrealized +67.7%
PEP PEPSICO INC 0.1%
Value ($000) $1,091 Shares 6,284 Est. Cost $110.32 Unrealized +30.0%
DCGO DOCGO, INC. 0.1%
Value ($000) $1,021 Shares 109,159 Est. Cost $9.28 Unrealized 0.0%
IWR ISHARES 0.1%
Value ($000) $992 Shares 11,955 Est. Cost $72.34 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $989 Shares 3,581 Est. Cost $95.87 Unrealized +154.4%
VWO VANGUARD 0.1%
Value ($000) $973 Shares 19,655 Est. Cost $43.03 Unrealized
D DOMINION ENERGY INC. 0.1%
Value ($000) $955 Shares 12,156 Est. Cost $57.73 Unrealized +7.6%
SO SOUTHERN CO 0.1%
Value ($000) $942 Shares 13,750 Est. Cost $39.96 Unrealized +36.9%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $938 Shares 3,629 Est. Cost $130.48 Unrealized +68.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $926 Shares 10,757 Est. Cost $55.31 Unrealized +43.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $921 Shares 9,860 Est. Cost $60.34 Unrealized +28.2%
BSV VANGUARD 0.1%
Value ($000) $895 Shares 11,072 Est. Cost $79.12 Unrealized
EEM ISHARES 0.1%
Value ($000) $890 Shares 18,222 Est. Cost $39.82 Unrealized
CYRUSONE INC 0.1%
Value ($000) $888 Shares 9,900 Est. Cost $76.93 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $873 Shares 3,542 Est. Cost $107.67 Unrealized +92.5%
XLK SPDR 0.1%
Value ($000) $869 Shares 5,000 Est. Cost $130.00 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $857 Shares 3,472 Est. Cost $169.87 Unrealized +23.8%
ARKK ARK 0.1%
Value ($000) $841 Shares 8,886 Est. Cost $125.97 Unrealized
IWM ISHARES 0.1%
Value ($000) $829 Shares 3,726 Est. Cost $170.23 Unrealized
VB VANGUARD 0.1%
Value ($000) $823 Shares 3,638 Est. Cost $148.94 Unrealized
VV VANGUARD 0.1%
Value ($000) $804 Shares 3,636 Est. Cost $122.66 Unrealized
XT ISHARES 0.1%
Value ($000) $743 Shares 11,250 Est. Cost $63.29 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $727 Shares 8,335 Est. Cost $52.60 Unrealized +69.0%
DIA SPDR 0.1%
Value ($000) $706 Shares 1,944 Est. Cost $247.43 Unrealized
DE DEERE & CO 0.1%
Value ($000) $667 Shares 1,947 Est. Cost $204.44 Unrealized +60.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $651 Shares 13,721 Est. Cost $32.07 Unrealized +2.3%
LUV SOUTHWEST AIRLINES CO 0.1%
Value ($000) $622 Shares 14,513 Est. Cost $55.76 Unrealized -21.7%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $614 Shares 5,945 Est. Cost $60.38 Unrealized +33.3%
NKE NIKE INC 0.1%
Value ($000) $610 Shares 3,656 Est. Cost $52.14 Unrealized +196.4%
IVW ISHARES 0.1%
Value ($000) $602 Shares 7,200 Est. Cost $79.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $583 Shares 1,950 Est. Cost $200.72 Unrealized +42.7%
ADBE ADOBE INC 0.1%
Value ($000) $574 Shares 1,012 Est. Cost $283.75 Unrealized +120.3%
TGT TARGET CORP 0.1%
Value ($000) $564 Shares 2,439 Est. Cost $166.05 Unrealized +29.0%
EPAM EPAM SYSTEMS INC 0.1%
Value ($000) $535 Shares 800 Est. Cost $220.07 Unrealized +192.5%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $500 Shares 2,650 Est. Cost $210.96 Unrealized +2.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $499 Shares 5,850 Est. Cost $64.98 Unrealized +4.8%
IWV ISHARES 0.1%
Value ($000) $491 Shares 1,770 Est. Cost $158.19 Unrealized
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $490 Shares 3,516 Est. Cost $88.75 Unrealized +42.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $488 Shares 1,660 Est. Cost $19.71 Unrealized +39.3%
WMT WALMART 0.1%
Value ($000) $488 Shares 3,374 Est. Cost $45.09 Unrealized +0.2%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $482 Shares 5,103 Est. Cost $62.95 Unrealized -2.2%
IVV ISHARES 0.1%
Value ($000) $475 Shares 996 Est. Cost $476.91 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $469 Shares 4,933 Est. Cost $62.13 Unrealized +22.8%
YUM YUM! BRANDS INC 0.1%
Value ($000) $465 Shares 3,350 Est. Cost $92.76 Unrealized +27.4%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $461 Shares 8,507 Est. Cost $27.18 Unrealized +87.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $452 Shares 1,800 Est. Cost $180.83 Unrealized +17.5%
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $451 Shares 1 Est. Cost $330761.80 Unrealized +30.6%
IBM IBM CORP 0.1%
Value ($000) $420 Shares 3,141 Est. Cost $96.41 Unrealized +10.5%
BND VANGUARD 0.0%
Value ($000) $400 Shares 4,716 Est. Cost $85.45 Unrealized
ROK ROCKWELL AUTOMATION INC. 0.0%
Value ($000) $389 Shares 1,115 Est. Cost $175.54 Unrealized +75.5%
PFF ISHARES 0.0%
Value ($000) $367 Shares 9,313 Est. Cost $37.52 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $367 Shares 2,760 Est. Cost $64.64 Unrealized +81.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $366 Shares 4,203 Est. Cost $48.70 Unrealized +61.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $364 Shares 4,186 Est. Cost $66.12 Unrealized +11.7%
MRK MERCK & CO INC 0.0%
Value ($000) $363 Shares 4,728 Est. Cost $49.03 Unrealized +42.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $362 Shares 1,018 Est. Cost $296.85 Unrealized +4.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $359 Shares 645 Est. Cost $59.25 Unrealized +46.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $357 Shares 8,026 Est. Cost $20.67 Unrealized +98.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $353 Shares 3,000 Est. Cost $81.85 Unrealized +30.6%
BX BLACKSTONE INC. 0.0%
Value ($000) $349 Shares 2,700 Est. Cost $48.82 Unrealized +137.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $344 Shares 5,100 Est. Cost $39.04 Unrealized +41.5%
DOW DOW INC 0.0%
Value ($000) $342 Shares 6,041 Est. Cost $39.71 Unrealized +13.4%
GRMN GARMIN LTD 0.0%
Value ($000) $340 Shares 2,500 Est. Cost $98.98 Unrealized +32.8%
IBB ISHARES 0.0%
Value ($000) $337 Shares 2,208 Est. Cost $107.87 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $325 Shares 905 Est. Cost $201.56 Unrealized +67.6%
HRI HERC HOLDINGS INC 0.0%
Value ($000) $313 Shares 2,000 Est. Cost $74.46 Unrealized +118.7%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $309 Shares 1,965 Est. Cost $130.59 Unrealized +6.9%
DVY ISHARES 0.0%
Value ($000) $298 Shares 2,432 Est. Cost $81.33 Unrealized
FCNCA FIRST CITIZENS BANCSHARES INC 0.0%
Value ($000) $291 Shares 351 Est. Cost $495.92 Unrealized +65.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $291 Shares 580 Est. Cost $370.40 Unrealized +14.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $281 Shares 16,085 Est. Cost $13.64 Unrealized +38.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $269 Shares 1,719 Est. Cost $116.62 Unrealized +23.4%
FNB FNB CORP 0.0%
Value ($000) $266 Shares 21,900 Est. Cost $8.71 Unrealized +19.5%
XYL XYLEM INC 0.0%
Value ($000) $264 Shares 2,200 Est. Cost $88.59 Unrealized +33.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $263 Shares 2,245 Est. Cost $94.02 Unrealized +8.7%
MDU MDU RES GROUP INC 0.0%
Value ($000) $263 Shares 8,538 Est. Cost $8.05 Unrealized +24.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $263 Shares 1,879 Est. Cost $93.90 Unrealized +25.7%
MVBF MVB FINANCIAL CORP 0.0%
Value ($000) $260 Shares 6,250 Est. Cost $24.64 Unrealized +52.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $258 Shares 1,575 Est. Cost $126.51 Unrealized +27.9%
TSLA TESLA INC 0.0%
Value ($000) $242 Shares 229 Est. Cost $335.39 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $241 Shares 370 Est. Cost $673.16 Unrealized +1.1%
LINDE PLC 0.0%
Value ($000) $237 Shares 683 Est. Cost $347.00 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $234 Shares 1,838 Est. Cost $110.12 Unrealized +14.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $231 Shares 4,819 Est. Cost $31.62 Unrealized +40.5%
AFL AFLAC INC 0.0%
Value ($000) $228 Shares 3,902 Est. Cost $42.88 Unrealized +18.9%
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $223 Shares 7,000 Est. Cost $30.24 Unrealized +6.3%
IWB ISHARES 0.0%
Value ($000) $218 Shares 825 Est. Cost $264.24 Unrealized
SCZ ISHARES 0.0%
Value ($000) $217 Shares 2,975 Est. Cost $68.24 Unrealized
VIG VANGUARD 0.0%
Value ($000) $215 Shares 1,250 Est. Cost $172.00 Unrealized
LIBERTY MEDIA CORP 0.0%
Value ($000) $209 Shares 3,300 Est. Cost $63.33 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $5 Shares 50,600 Est. Cost $0.06 Unrealized +49.0%